Goldman Sachs sees first Fed rate cut only in September 2027
- —Goldman base case: a December hike, then three cuts from September 2027
- —Higher rates to cut US GDP growth by about 0.2 pp in 2027
- —If rates stay at current levels, the drag would more than double
- —September US CPI: +0.6% m/m and +3.7% y/y, gasoline drove over half of the gain
Why it matters: A prolonged high-rate environment weighs on liquidity and risk assets, including crypto, while the timing of cuts will shape risk appetite.
Source: ChainCatcher 链捕手